GWM

Gibbs Wealth Management Portfolio holdings

AUM $442M
1-Year Est. Return 16.98%
This Quarter Est. Return
1 Year Est. Return
+16.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$10M
3
+$8.15M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$7.52M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$5.24M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.23%
2 Healthcare 8.75%
3 Financials 7%
4 Consumer Discretionary 5.94%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$793K 0.46%
+13,688
52
$793K 0.46%
+8,635
53
$790K 0.45%
+14,243
54
$777K 0.45%
+18,517
55
$774K 0.44%
+13,350
56
$766K 0.44%
+2,941
57
$730K 0.42%
+14,541
58
$727K 0.42%
+7,311
59
$718K 0.41%
+1,452
60
$704K 0.4%
+24,704
61
$683K 0.39%
+2,760
62
$678K 0.39%
+15,640
63
$674K 0.39%
+3,982
64
$659K 0.38%
+3,289
65
$648K 0.37%
+5,293
66
$642K 0.37%
+6,381
67
$640K 0.37%
+12,629
68
$636K 0.37%
+7,772
69
$635K 0.37%
+10,650
70
$635K 0.36%
+2,246
71
$611K 0.35%
+34,845
72
$607K 0.35%
+6,463
73
$602K 0.35%
+4,281
74
$595K 0.34%
+6,489
75
$594K 0.34%
+3,765
1 2
3
4 5